PIM
Plato Investment Management Portfolio holdings
AUM
$1.33B
1-Year Est. Return
26.16%
1 Year Est. Return
+26.16%
AUM
$1.19B
AUM Growth
-$174M
(-13%)
Holding
629
Top Buys
| 1 | +$3.85M | |
| 2 | +$2.67M | |
| 3 | +$2.06M | |
| 4 |
Expedia Group
EXPE
|
+$1.65M |
| 5 |
Molson Coors Class B
TAP
|
+$1.38M |
Top Sells
| 1 | +$8.88M | |
| 2 | +$8.3M | |
| 3 | +$8.15M | |
| 4 |
Microsoft
MSFT
|
+$5.92M |
| 5 |
Broadcom
AVGO
|
+$4.67M |
Sector Composition
| 1 | Technology | 31.91% |
| 2 | Financials | 13.41% |
| 3 | Healthcare | 12.21% |
| 4 | Consumer Discretionary | 9.94% |
| 5 | Communication Services | 9.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
626
Corpay
CPAY
$20B
| – | – |
-621
|
|
||
|
PRMB
627
Primo Brands
PRMB
$8.38B
| – | – |
-11,902
|
|
||
|
TPC
628
Tutor Perini Cor
TPC
$3.39B
| – | – |
-1,908
|
|
||
|
BECN
629
DELISTED
Beacon Roofing Supply, Inc.
BECN
| – | – |
-1,110
|
|